See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,274 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,299 | $82,917-20.0% | $103,333-35.8% | $77,643-14.6% |
| Participation rate | 51.7% | 71.6%-19.8pp | 74.5%-22.8pp | 70.6%-18.9pp |
| Annual return | 10.19% | 19.13%-8.9pp | 24.88%-14.7pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,483 | $3,552-58.2% | $3,868-61.7% | $2,726-45.6% |
| Participant deferral / active EE | $2,395 | $4,108-41.7% | $5,057-52.7% | $4,647-48.5% |
| Admin fee / account holder | $322 | $638-49.5% | $8,355-96.1% | $430-25.1% |